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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2007
- Office Locations
- 1
Office Locations
About Salem Advisory Group LLC
Salem Advisory Group, LLC is a fee-based, full-service financial planning RIA in Maine focused on total asset management for retail clients. The firm delivers comprehensive planning and portfolio management across retirement strategies, education funding, and insurance planning, tailoring recommendations to individual goals. Investment implementation commonly uses ETFs and mutual/public funds, with client assets custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
GEORGE ELDON HISSONG
--
- CRD
- --
- Ownership
- 75% or more
KEVIN JAMES COLLEY
President
- CRD
- #2625968
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WARREN GEORGE BERGER III
Investment Advisor Representative
- CRD
- #1003007
PETER C BISHOP
--
- CRD
- #1995038
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,199,538 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,199,538 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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